See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,921 | $76,407-79.2% | $150,298-89.4% | $82,448-80.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 9.93% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,616 | $2,614+0.1% | $4,154-37.0% | $2,551+2.6% |
| Participant deferral / active EE | $746 | $3,214-76.8% | $5,453-86.3% | $4,139-82.0% |
| Admin fee / account holder | $1,050 | $6,352-83.5% | $14,116-92.6% | $7,234-85.5% |